Author: Sloan Levett

Managing your wealth can be a job in and of itself. After all, it is a precious and finite resource, and like any resource, wealth takes time and expertise to manage efficiently. When your personal wealth reaches a certain threshold, your wealth management needs may become significantly more complex. ... Read More

When it comes to effectively protecting, managing, and building your wealth, open lines of communication and a solid understanding amongst family members is key. A full-service Family Office can serve as a facilitator of meaningful discussions to ensure family values are fully aligned with your fiscal objectives. Open communication with your family ... Read More

The Canadian economy has been thriving recently, and more specifically, the Greater Toronto Area and Hamilton regions have been experiencing a particularly prosperous period. The markets are strong, unemployment is low, and businesses are growing. While this is an excellent sign for business owners, investors, and high-income professionals, it also ... Read More

Toronto is thriving, as is the economy in general. Today, there are a greater number of high net-worth individuals and families than ever before, and the specific circumstances of each individual are unique. Whether you’re from a legacy of wealth or have achieved affluence more recently, your financial needs are likely quite complex and diver ... Read More

When your wealth reaches a certain threshold, your personal finances can become as complex as those of any business. It’s common for high net-worth individuals and their families to have a number of financial advisors to manage various aspects of their overall portfolio, often representing several different organizations. While it is important to ... Read More